See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,350 | $93,571-85.7% | $135,903-90.2% | $75,163-82.2% |
| Participation rate | 90.4% | 75.2%+15.2pp | 81.9%+8.5pp | 67.2%+23.2pp |
| Annual return | 21.76% | 30.90%-9.1pp | 68.23%-46.5pp | 160.62%-138.9pp |
| Employer contribution / active EE | $1,460 | $3,537-58.7% | $4,856-69.9% | $2,670-45.3% |
| Participant deferral / active EE | $4,211 | $6,404-34.3% | $7,758-45.7% | $4,125+2.1% |
| Admin fee / account holder | $862 | $6,975-87.6% | $10,762-92.0% | $5,651-84.7% |